“Ethics, Opportunity, & Education”

The Obligations of Tax Professionals

BY George Dandrige, EA

Ethics: “Exceeding the Expectation and Circular 230 Considerations”


Discusses the professional responsibility, limitations and expectations of what it means to be a Tax Professional.


  • Opportunity: “Tax Professionals Role and Impact in the Community”


Discusses how Tax Professionals are uniquely positioned to help communities in financial literacy, and the industry opportunities beyond tax preparation.

  • Education: “How to Secure Your Future in an Evolving Industry”


Discusses the future responsibilities of Tax Professionals, the AFSP program as a minimum standard, and the on-going investments in maintaining a professional standard.